Even though the amount is small, you should include the Form 1099-R distribution as part of your tax return. The IRS has a copy of the form and you may be contacted by the IRS by letter if it is not included.
As you go through the follow-up questions after entering the Form 1099-R, you may qualify for an exception to the early distribution tax due to disability and leaving your job. However, this does not mean that the Form 1099-R should not be reported.
Use these steps to get started:
- On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
- This opens a box where you can type in “1099-R” and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
- The search results will give you an option to “Jump to 1099-R”
- Click on the blue “Jump to 1099-R” link
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